DOCUMENTS REQUIRED

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WHAT DOCUMENTS ARE REQUIRED FOR A MORTGAGE APPLICATION?

We would be grateful if you could provide us with the following documents as early in the process as possible:

  • Passport and Driving Licence: must be in date.
  • Proof of Address: Utility bill, bank statement etc must be dated within the last 3 months (Mobile phone bill is not accepted).
  • Employed: Last 3 months pay slips & Latest P60. This must show employer name, your name and date.
  • Last 3 months bank statements: This must show name, address, and account number/sort code and balance.
  • Self-employed (Last 3 years Tax Year Calculations & Tax Year Overviews): We can request these from your accountant if you can provide their email address.
  • Self Employed (Last 3 months business bank statements (self-employed)): This must show name, address and account number/sort code and dated within the last 3 months.
  • Proof of deposit: This must show name, address and account number/sort code and dated within the last 3 months.

Don’t worry if you cant provide all the documents initially, once we know more about your situation we can provide a tailored list of what is required.

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Why use our Client POrtal?

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WHO WE WORK WITH

Below is just a small selection of the lenders we’re able to work with on your behalf

Nationwide
NatWest
LBS
Virgin Money
The Cumberland
HSBC
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WE’RE WITH YOU EVERY STEP OF THE WAY

With over 20 years of financial services experience, from mortgages to protection, our varied industry knowledge will cater for any financial circumstance you find yourself in.

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20 +

YEARS OF FINANCIAL EXPERTISE

We love our job and hope that shows through when there is nothing about the industry that our experienced team do not know.
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100 +

Mortgages To Suit You

No matter your circumstances, we are here to get the right mortgage for you.
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FIRST TIME?

First time buyer mortgages

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MORTGAGES

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PROTECTION

How to protect your mortgage

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REMORTGAGE

Get great remortgage deals

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READY TO DISCUSS YOUR OPTIONS?

With hundreds of mortgage products available, you can be sure that our experienced mortgage team will find a great deal for you.
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